A brief built from your deals
Each morning, see which deals moved, which went quiet, and which ones need a next step, pulled straight from HubSpot.
Go Fig reads your HubSpot deals, contacts, and companies to keep records current and draft follow-ups.
Go Fig reads the deals, contacts, and companies in your HubSpot and works from them to build your brief and follow-ups. It also reads the calls, emails, meetings, notes, and tasks logged against each deal, so a draft starts from what actually happened on the account. When it wants to change something in HubSpot, like logging a note or updating a deal, the change waits for your OK. Connect your accounting tool too and it can check closed deals against invoices.
Each morning, see which deals moved, which went quiet, and which ones need a next step, pulled straight from HubSpot.
Go Fig reads the last call, email, and meeting on a deal and drafts the follow-up. It waits in your Feed, the list of drafts waiting for your OK.
Notes, tasks, and deal fields get updated after your calls, so you stop retyping what you already said out loud.
Sign in with your HubSpot account and pick what Go Fig can see (OAuth). Go Fig asks to read and update contacts, companies, and deals. It also asks for extras like calls and forms. It still connects if your HubSpot doesn't include all of them.
Go Fig brings in your HubSpot records once a day, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Everything Go Fig wants to write to HubSpot starts out waiting for your OK. Later you can let the actions you trust, like logging a note, run on their own.
Ask Celeste, Go Fig's AI analyst, something like 'my renewal deals closing this quarter' and see the answer with the HubSpot records it came from.
Every HubSpot plan works for contacts, companies and deals. If your HubSpot doesn't include an area like forms or calls, Go Fig still connects and reads everything else.
Yes. Custom properties on your deals, contacts, and companies come through with everything else, so you can ask Celeste, Go Fig's AI analyst, about them by name, like 'my renewal deals closing this quarter'.
Yes, and only with your OK. It can create and complete tasks, log notes and meetings, and add or update contacts, companies, and deals. Each change waits in your Feed until you approve it, unless your team chooses to let that action run on its own.
Once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data. People on your team see only what their role allows.
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.